Credit Associate

Scribe Opco Inc Dba Koozie Group; Clearwater (FL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical Plans (HSA/HRA)

Flex Spending Accounts

Vision (VSP)

Life Insurance

401(k) with employer match

Employee referral program

Job summary

Koozie Group, a prominent supplier in the promotional products industry, is seeking a Credit & Collections Associate in Clearwater, FL. The role handles cash activities, collections, and credit tasks that affect the A/R department and external customers.

You will perform outbound calls, resolve invoice disputes, and communicate credit issues promptly. Initially, you’ll be dedicated to the phone queue and work with other teams to route calls correctly, then manage a portfolio of accounts while

Qualifications

• HS Diploma or GED.
• Basic Excel and MS Office Suite Knowledge.
• Experience with Oracle or SAP, a plus.
• Minimum of two years of experience in Accounts Receivable, preferably in a business to business environment.
• Ability to perform and prioritize multiple tasks efficiently in a fast paced environment.
• Maintain effective working relationships with other associates.

Responsibilities

• Answer inbound calls and contact customers for delinquent payment
• Review orders in the credit hold queue and decide the most appropriate course of action according to credit guidelines
• Respond to customer email inquiries and work collaboratively with other team members to resolve customer disputes
• Perform follow up on orders on hold
• Work daily declined credit cards

Skills

Excel

MS Office

Oracle

Accounts Receivable

Multitasking

Communication

Overtime

Education

HS Diploma or GED

Tools

SAP

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Credit Associate

Full Time Clearwater, FL, US

If our name sounds familiar, there’s a reason why. We’re the people behind the iconic Koozie Can Kooler – and more! As one of the largest suppliers in the promotional products industry, you’ve probably seen our work everywhere from your local bank to a large concert or sporting event. We imprint company logos and slogans on everything from pens to coffee tumblers, lunch bags, tech accessories, camp chairs, and award-winning calendars, to name just a few. Our desire to benefit our people, customers, communities, and industry is behind all that we do. We call it Keep It. Give It., and it ensures that we are leaving a positive, lasting impact with the products and solutions we deliver.

Great reasons to join Koozie Group:

• People-first culture
• We will train for all positions!
• Medical HSA and HRA plans
• Flex spending accounts
• VSP vision
• Employee assistance program
• Employer-paid life insurance
• 401(k) with employer match
• Employee referral bonus program
• Employee recognition program
• Employee charitable giveback program (up to $250 value)

We’re looking for the right person to fill this role. Read on if you want to know more and discover how we like to keep the good going!

Credit Associate

Job Summary

The Credit & Collections Associate is responsible for a variety of functional cash activities, collections and other credit functions that directly impact the A/R department and external customers. Review credit data to determine the degree of risk involved in order to support sales and minimize loss. Provide timely and accurate communication of credit issues as they arise, create viable solutions to credit challenges and demonstrate Best in Class customer service on every customer interaction. Prepay accounts are no touch accounts (fully automated). Resolve declined/expired credit cards, as needed. Make outbound collection calls and assist customers with resolving invoice discrepancies prior to payments being processed. Answer inbound calls for payments or to assist with any credit related inquiries.

This role begins fully dedicated to the phone queue — inbound and outbound collection calls. During this initial period, the Associate will also work with Christian and Customer Service on a monthly cadence to identify and correct calls being misrouted to AR that should be handled elsewhere, so that AR phone volume reflects genuine AR inquiries. Once that process is in place, the Associate will be assigned their own portfolio of accounts, carved out from the existing collections team, along with the broader credit responsibilities listed below.

Responsibilities

• Answer inbound calls and contact customers for delinquent payment
• Review orders in the credit hold queue and decide the most appropriate course of action according to credit guidelines
• Respond to customer email inquiries and work collaboratively with other team members to resolve customer disputes
• Perform follow up on orders on hold
• Work daily declined credit cards

Requirements

• HS Diploma or GED.
• Basic Excel and MS Office Suite Knowledge.
• Experience with Oracle or SAP, a plus.
• Minimum of two years of experience in Accounts Receivable, preferably in a business to business environment.
• Ability to perform and prioritize multiple tasks efficiently in a fast paced environment.
• Maintain effective working relationships with other associates.
• Must be able to work OVERTIME when business needs arise.
• Must be able to organize workload in an effective manner.
• Must have a sense of urgency and strong communication skills.Ability to multi-task, often alternating between a few projects/tasks within the same day or week.

Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm to Keep the Good Going, you will find your way at Koozie Group.

Koozie Group is proud to be an Equal Opportunity Employer. We do not discriminate against any applicant or employee based on race, age, sex (including pregnancy, childbirth, or related medical conditions), gender, marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Koozie Group also prohibits harassment of applicants and employees based on any of these protected categories.

In compliance with the Americans with Disabilities Act, Koozie Group will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer